New Business Specialist – Client Acquisition & Retention

About the role

The New Business Specialist will guide prospective and newly approved clients through the early stages of their trading journey, ensuring a smooth onboarding experience and converting approved applications into active, engaged users of Capital.com’s platform.

Key responsibilities

• Manage the client journey from approved application through account funding, first trade and early‑stage engagement, with handover to the Premium Client Manager where relevant.
• Proactively contact newly approved clients, remove onboarding friction, answer platform‑related questions and coordinate resolution of outstanding matters.
• Introduce clients to platform features, trading tools, risk‑management functionality and educational resources.
• Identify stalled or inactive clients and conduct re‑engagement activities.
• Maintain accurate CRM records and work closely with Compliance, Operations, Customer Support, Marketing and the Premium Client Manager.

Required profile

• 1‑2 years’ experience in client onboarding, customer success, account management or a related financial‑services environment.
• Bachelor’s degree in Commerce, Business Management or a related field.
• Eligibility to be appointed and registered as a CISI member and completed CISI module one.
• Strong verbal and written communication skills in English.
• Ability to work in a fast‑paced, regulated environment.

Required skills

• Good understanding of financial markets and online trading products (FX, indices, equities, commodities, CFDs).
• Comfortable conducting proactive outbound client engagement via telephone, email and video call.
• Strong organisational skills and disciplined use of CRM systems.

What we offer

• Competitive salary.
• Work‑life harmony with generous time off and a work‑ation program.
• Comprehensive health and pension benefits, plus location‑specific perks.
• Employee referral program and paid volunteer days.